Use a task template for multiple request templates

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Use a task template for multiple request templates

If you have tasks that are often repeated across multiple jobs, you can create a task
template and reuse it in multiple request templates. You can also use it on a Facilities
request to pull common and repeatable information into a request.

Before you begin

Role required: facilities_admin

Create a request template
and an associated task template that contains the information you want to
reuse.

Note: Checklist templates are a way to populate a checklist of tasks to be
completed. Checklist templates are created on a Facilities request or on a
Facilities task. After being created, they can be saved as a template and be
reused. See Create a request with the facilities request form.

When you create subsequent request templates, you can select
the task template from the Task Template field and save the
file.